+124.7%
FRBA vs VOO
+314.4%
-189.7%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.7% |
| 7D | -3.4% | -0.9% | -2.4% | -2.7% |
| 30D | +12.3% | -2.3% | +14.7% | +14.4% |
| 3M | +5.8% | -1.2% | +7.0% | +6.6% |
| 6M | +33.4% | +3.3% | +30.1% | +28.6% |
| YTD | +22.5% | +12.3% | +10.2% | +9.4% |
| 1Y | +28.1% | +12.5% | +15.6% | +14.0% |
| 3Y | +75.8% | +79.2% | -3.4% | +1.3% |
| 5Y | +41.9% | +75.7% | -33.8% | -17.9% |
| 10Y | +124.7% | +313.7% | -189.0% | -27.5% |
| All | +124.7% | +314.4% | -189.7% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling